FireSide LIVE: Midyear macro review

FireSide takes the stage! Chief U.S. Economist Lara Rhame and Investment Research Director Kara O’Halloran recap 2022 so far + what could lie ahead.

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June 24, 2022 | 15 minute read

About this episode
It is midyear review season at FS Investments, so why not review the macroeconomy, too? In this inaugural live episode, Investment Research Director Kara O’Halloran chats with Chief U.S. Economist Lara Rhame about the macro environment over the last six months, and how the rest of the year could pan out. Listen in to hear Lara’s thoughts on the potential for a recession, the impacts of inflation and ways investors can navigate this volatile environment.

Transcript excerpt:

[00:00:05] Kara O’Halloran:
Welcome back. Welcome to the first ever live show of the FireSide podcast.
[00:00:11] Lara Rhame:
[00:00:12] Kara O’Halloran:
We’re doing it. We’re doing it. My name is Kara O’Halloran I’m a Director on the Investment Research team here at FS Investments. And I am sitting in a room with almost all of my colleagues. We are all gathered in Philadelphia for our midyear sales meetings, and we figured why not just do this thing live?
[00:00:29] Lara Rhame:
[00:00:29] Kara O’Halloran:
I am joined. You just heard the voice of the one and only Lara Rhame. Who’s joining me on stage, our Chief U.S. Economist. Lara, thanks for doing this.
[00:00:29] Lara Rhame:
It’s so exciting.
[00:00:31] Kara O’Halloran:
I can’t say that I had host-a-live-podcast on my career bingo card. Here we are. Um, this is going to work exactly like it usually does. We’re just doing it with 150 or so of our closest colleagues. Um, and we’ve given them all pretzels and beer and they’ve agreed to not heckle us too much. Um, but it’s, it’s a really exciting time to be at FS. We just celebrated the firm’s 15-year anniversary. We’ve spent a lot of time this week talking about where we’ve come as a firm and where we’re going. Along that line, I really want to spend some time doing the same thing tonight, but markets edition. Sound good, Lara?
[00:01:13] Lara Rhame:
Let’s do it.

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Kara O’Halloran, CFA

Director, Investment Research

Lara Rhame

Chief U.S. Economist + Managing Director

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